342 moving investments to cash, Glen’s guest has ‘no idea’, gifting equity to children + more
In today's episode Glen and Vince Scully from Life Sherpa discuss some hot topics that have been sparking chatter in the Retire Right Facebook group:👉 gifting equity to your children to purchase a property👉🏼 shifting investments to 100% cash👉🏽 "Glen's guest is talking rubbish!"👉🏾 can I open a second account-based pension?🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retirerightIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313. Hosted on Acast. See acast.com/privacy for more information.
--------
44:06
--------
44:06
341 changes coming to the $3m super tax + big super fund wait times (Glen and Vince live from Sydney SXSW)
In today’s episode, Glen is joined by Vince Scully from LifeSherpa to unpack the latest shake up to the $3 million super tax proposal. They explain what’s changed and what it means for high and low-income Australians alike.👉🏽 what’s actually changed in the $3m super tax👉 why taxing unrealised gains was dropped👉🏿 the LISTO increase and who benefits👉🏽 why super fund wait times vary so much👉🏼 what to look for in a good super fund👉🏾 intra-fund advice explainedIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/🏡 Join the Retire Right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313. Hosted on Acast. See acast.com/privacy for more information.
--------
28:55
--------
28:55
340 money habits, marriage & making retirement work (with Joe Saul-Sehy live from Fincon)
Glen sits down with Joe Saul-Sehy from Stacking Benjamins live at FinCon in Portland, Oregon. They chat about the money lessons Joe learned the hard way, how to have better money conversations with your partner and more, touching on:👉🏾 you can’t out-earn bad money habits👉🏿 who you surround yourself with shapes your success👉🏻 what makes a successful investor👉 Joe's investing strategy👉🏼 mindset around spending in retirement👉🏽 Joe & his wife Cheryl's money meeting habit👉🏾 important estate planning conversations to have with your partner👉🏻 doing nothing is sometimes the best investing move👉 Joe's advice for people who feel behind with their financesCheck out Stacking Benjamins 👇Apple Podcast: https://podcasts.apple.com/au/podcast/the-stacking-benjamins-show/id650045209Spotify: https://open.spotify.com/show/05GoIBt7Ka4nobVWOBsqlD?si=ffbddfea7430436fIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/🏡 Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313. Hosted on Acast. See acast.com/privacy for more information.
--------
34:49
--------
34:49
339 aged care case study: costs, funding strategies & changes from 1 Nov 2025
Need to move a parent or loved one into residential aged care? Glen James and financial adviser Nathan Fradley explain the four types of fees, what changes from 1 November 2025 and different ways to pay for aged care. They cover:👉 the first steps in seeking aged care support👉🏼 four key fees: accommodation (RAD/DAP), basic daily, means-tested & additional services👉🏽 changes from 1 November 2025👉🏽 why you don’t have to sell the family home straight away👉🏾 updating Centrelink to avoid surprise bills👉🏿 why lending money to a parent can backfire👉🏻 case study: $1.6m home, $20k cash, $69k annual care costs👉 options & strategies for funding aged care👉🏼 strategies for couples when only one partner needs careConnect with Nathan: https://www.nathanfradley.com.au/Watch this episode on Youtube: https://youtu.be/Xg1tGdw8Y2sIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/🏡 Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313. Hosted on Acast. See acast.com/privacy for more information.
--------
50:58
--------
50:58
338 how much do you need to retire in Australia?
Glen James is joined by independent financial adviser Nathan Fradley to cover the big question: how much money do you actually need to retire in Australia? They cover:👉 Centrelink income vs assets test👉🏼 super balances vs pension payments👉🏽 retirement psychology & fear of spending👉🏾 ASFA standards for comfortable vs modest lifestyles👉🏿 case studies: $500k, $1m and $2m portfolios👉🏻 modelling returns, inflation & drawdown rates👉 tips for the last 10 years before retirementNathan's website: https://www.nathanfradley.com.au/Watch this episode on Youtube: https://youtu.be/qgsEdKGglOkIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-helpSign up to the Retire Right newsletter here: https://email.retireright.com.au/🏡 Join the retire right facebook group: https://www.facebook.com/groups/retirerightTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313. Hosted on Acast. See acast.com/privacy for more information.
Retire Right is an Australian Retirement podcast.You only retire once, so retire right.Brought to you by the podcast, 'money money money'. Hosted on Acast. See acast.com/privacy for more information.
Australia